MIM

Marco Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$5.64M
3
+$3.26M
4
LYB icon
LyondellBasell Industries
LYB
+$2.27M
5
IBM icon
IBM
IBM
+$1.17M

Top Sells

1
+$4.11M
2
+$2.79M
3
+$2.38M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.96M
5
DUK icon
Duke Energy
DUK
+$1.95M

Sector Composition

1 Healthcare 20.98%
2 Technology 20.17%
3 Financials 12.36%
4 Industrials 9.1%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.53M 1.17%
125,602
+1,002
27
$7.29M 1.13%
297,898
-16,252
28
$7.04M 1.09%
52,387
-1,500
29
$6.94M 1.08%
87,591
+1,351
30
$6.92M 1.07%
62,827
-400
31
$6.43M 1%
220,000
32
$6.37M 0.99%
68,331
+1,631
33
$6.13M 0.95%
133,928
-2,400
34
$6.02M 0.94%
51,450
-6,200
35
$5.93M 0.92%
135,448
+1,400
36
$5.8M 0.9%
238,807
-700
37
$5.7M 0.89%
27,395
-600
38
$5.64M 0.88%
+60,800
39
$5.49M 0.85%
142,625
+4,550
40
$5.46M 0.85%
162,234
+527
41
$5.43M 0.84%
183,039
+2,898
42
$5.35M 0.83%
69,002
-25,200
43
$5.25M 0.81%
100,980
44
$4.74M 0.74%
47,162
+1,927
45
$4.73M 0.73%
90,941
-3,668
46
$4.61M 0.72%
88,324
-3,622
47
$4.51M 0.7%
76,104
-530
48
$4.43M 0.69%
58,363
+2,478
49
$4.37M 0.68%
34,125
-21,797
50
$4.03M 0.63%
77,760
+3,600
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2
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